RBLVX Mutual Fund
RBLVX Mutual Fund
RBLVX Mutual Fund
Russell Lifepoints Balanced Strategy Fund Class R5
RBLVX Mutual Fund Overview
RBLVX Mutual Fund (Russell Lifepoints Balanced Strategy Fund Class R5) is managed by Russell Investments with $14.2M in net assets. RBLVX expense ratio is 1.43%, holding 13 positions across various sectors. Inception date: 1998-03-24.
RBLVX performance shows a YTD return of 5.29%. The 1-year return is 7.96% and the 5-year return is 5.64%. RBLVX dividend yield stands at 2.58%, paid quarterly.
RBLVX top holdings include Russell Investments Global Equity Fund Class Y (29.5%), Investment Grade Bond Fund (17.0%), Multifactor U.s. Equity (10.8%), Multi-strategy Income Fund (8.1%), Strategic Bond Fund (6.8%). Go to all RBLVX holdings, RBLVX sectors, or RBLVX dividends.
RBLVX can be compared against other funds. Use RBLVX overlap to find shared positions, or RBLVX vs another fund for a side-by-side view. RBLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.